Share Dashboard Access with Another User

You can share your dashboard with other Workbook users.

To use Dashboards, you must have access to Dashboards as defined in the User Access Rights submodule under Settings.

To share a dashboard with another user:

  1. On the main toolbar, click Dashboard .
  2. On the Dashboard sidebar, right-click the dashboard that you want to share and select Dashboard Settings.
    Alternatively, click Dashboard Options and select Dashboard Settings.
  3. In the Dashboard Settings Dialog box, click the Access tab.
  4. In the Add by initials field, enter the initials of the user with whom you want to share the dashboard and press ENTER.
    Alternatively, click Further Options and select Add. In the Add Access Rights dialog box, specify the details and click OK. For fields and options, see Add Access Rights Dialog Box.
    The dashboard will appear on the user's dashboard list.
  5. To remove a user from the list, select it, click Further Options from the tab toolbar, and select Remove.